Urban Financial Advisory Corp
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 254,671
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 54 | 254,671 | 13F-HR | Urban Financial Advisory Corp |
| Q3 2025 | 11/21/2025 | 52 | 214,678 | 13F-HR | Urban Financial Advisory Corp |
| Q2 2025 | 8/15/2025 | 48 | 198,961 | 13F-HR | Urban Financial Advisory Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170.4 K | 66.9% | 7.066 K | 0 | 7.066 K |
| ETFs | 84.25 K | 33.1% | 32.93 K | 0 | 32.93 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
254,671
Holdings
54
QoQ value change ($000)
39,993
(18.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.